Institutional Ownership Ishares Tr Esg Screened S&P Mi (XJH)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P Mi (XJH). We have compiled data on the 148 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
9,564
shares
|
$402,931
0.0% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
8,991
shares
|
$378,790
0.2% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
8,966
shares
|
$377,737
0.0% of portfolio
|
Q1 2025
Added 43.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
8,726
shares
|
$367,626
0.0% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
8,720
shares
|
$367,373
0.06% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,604
shares
|
$362,486
0.01% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
8,521
shares
|
$358,989
0.08% of portfolio
|
Q1 2025
Added 44.03%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,970
shares
|
$335,776
0.0% of portfolio
|
Q1 2025
Added 462.46%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
7,742
shares
|
$326,170
0.01% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
7,675
shares
|
$323,347
0.06% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
7,113
shares
|
$299,670
0.02% of portfolio
|
Q1 2025
Added 37.42%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,993
shares
|
$294,615
0.0% of portfolio
|
Q1 2025
Added 18.05%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
6,755
shares
|
$284,588
0.21% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
6,509
shares
|
$274,224
0.17% of portfolio
|
Q1 2025
Reduced 23.76%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
6,475
shares
|
$272,791
0.06% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,334
shares
|
$266,851
0.02% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
6,223
shares
|
$262,174
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
6,130
shares
|
$258,256
0.0% of portfolio
|
Q1 2025
Reduced 74.46%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
5,939
shares
|
$250,210
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
5,309
shares
|
$223,668
0.11% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,009
shares
|
$211,029
0.01% of portfolio
|
Q1 2025
Added 89.73%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
4,911
shares
|
$206,900
0.08% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,448
shares
|
$187,394
0.03% of portfolio
|
Q1 2023
Added 25.47%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
3,174
shares
|
$133,720
0.03% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,124
shares
|
$131,614
0.0% of portfolio
|
Q4 2024
Added 4.13%
|